Newsletters

October

• HOT TOPIC: Bond Market Volatility: What Could Higher Yields Mean for Your Money?

  This article discusses why U.S. Treasury yields have risen sharply and the potential impacts on consumers, businesses, and investors.

• Index Funds: Traditional and Not-So-Traditional

  While all index funds attempt to track the performance of a market index, there are hundreds of indexes and at least two alternate approaches to traditional indexing.

• Moving to Another State? Consider These Tax Moves

  Moving to a new state may have tax consequences that can follow you long after you settle in.

• Making It Make Sense: The Roth 5-Year Rule

  Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.

• New and Improved Tax Treatment for Qualified Small Business Stock

  The One Big Beautiful Bill Act of 2025 made the tax advantages of founding and investing in certain types of small businesses even more generous.

• Financial Tools That Can Help Americans with Disabilities

  Special needs trusts and ABLE accounts can help disabled individuals establish financial independence and save for the future without losing access to critical government benefits.

September

• HOT TOPIC: Trade Roundup: New Tariff Actions and Rates

  This article explains newly implemented and upcoming tariffs and their potential economic impact.

• Test Your Knowledge of Estate Planning

  Taking this quiz may help increase understanding of estate planning.

• The College Landscape in 2026

  The world of higher education is constantly evolving. Here are some key updates for 2026.

• Medicare Open Enrollment: A Time for Choices

  Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.

• Separately Managed Accounts: Tax-Efficiency and Tailored for You

  With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.

• The One Big Beautiful Bill Act Extends Tax Breaks for Small Businesses

  Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.

August

• HOT TOPIC: 530A Trump Accounts Officially Open

  A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.

• Is It Time to Declare Your Financial Independence?

  Here are some ideas to help pursue a life of financial freedom.

• The Employment Situation: A Closely Watched Report

  Among all the economic indicators released each month, the Employment Situation is one of the most highly anticipated and can move financial markets.

• Understanding the “No Tax on Tips” Deduction

  In 2025, the One Big Beautiful Bill Act established a temporary federal tax deduction to help reduce the tax liability of certain tipped workers.

• Strategies for Taking RMDs

  This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

• Media Trends: Where Have All the Readers Gone?

  The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.